KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.23M
3
+$2.21M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.2M

Top Sells

1
+$6.36M
2
+$5.81M
3
+$5.06M
4
AAPL icon
Apple
AAPL
+$4.69M
5
NKE icon
Nike
NKE
+$4.29M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.02M 0.04%
3,928
-390
202
$1M 0.04%
16,000
-490
203
$995K 0.04%
7,549
-3
204
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4,179
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205
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21,937
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206
$980K 0.04%
45,073
-26,130
207
$970K 0.04%
6,849
208
$913K 0.04%
296
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209
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48,417
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210
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2,289
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212
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11,935
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214
$851K 0.04%
12,465
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215
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10,742
216
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217
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2,572
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218
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219
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10,710
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220
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21,545
-1,543
221
$718K 0.03%
1,829
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222
$715K 0.03%
10,146
223
$686K 0.03%
9,151
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224
$681K 0.03%
4,985
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225
$663K 0.03%
2,639
-16
7 8
9
10 11